Equity Portfolio Managers
Isaac H. Green, CFA
President & Chief Executive Officer, Chief Investment Officer, Portfolio Manager for Strategic Core
Isaac serves as Piedmont’s Chief Investment Officer and portfolio manager of Piedmont’s Strategic Core product.
Isaac H. Green has over 27 years of investment experience. He previously served as Executive Vice President and Managing Director of Loomis Sayles’ Value Equity Management Division. He was named to this position in 1998, assuming management responsibility for 25 investment professionals who managed seven products, with over $10 billion in assets under management (as of 12/31/99). Isaac joined Loomis as a portfolio manager in 1993. In 1995, he became Managing Partner of Loomis’ Detroit office and was elected a Director of the firm.
Prior to joining Loomis, Sayles & Co., Isaac served as Senior Vice President and Director of Investments at NCM Capital Management. He joined NCM in 1988 as Director of Research.
Isaac received his AB in Economics and History from Duke University, and his MBA in Finance and Business Economics from Columbia University. Isaac began his investment career as a Securities Analyst with NCNB National Bank.
Sumali Sanyal, CFA
Executive Vice President, Chief Operating Officer, Portfolio Manager for Market Plus
Sumali is responsible for Piedmont’s day-to-day operations and manages all aspects of Piedmont’s quantitative research activities. She serves as portfolio manager of Piedmont’s Market Plus product.
Sumali previously managed Loomis Sayles’ Quantitative Research Department. She also served as a senior analyst responsible for providing quantitative support to the Small Cap Value group. She joined Loomis, Sayles in 1997 as an associate in the Quantitative Research Department.
Sumali received her BS and MS in Economics from the University of Calcutta, India, and her MBA in Finance and Management Information Systems from Oakland University, Michigan. She began her investment career in 1995 at Olde Discount Corporation as a Credit Analyst. Sumali is also a member of the Chicago Quantitative Alliance (CQA).
Robert F. Hill, Jr., CFA
Executive Vice President, Co-Chief Investment Officer, Equities, Portfolio Manager
Bob is responsible for quantitative R&D initiatives, product development and research infrastructure. Bob also serves as a portfolio manager for Piedmont's Large Cap Value and Midcap Core active quantitative products.
Before joining Piedmont, Bob worked at Shenandoah Asset Management, which he co-founded in January, 1999. At Shenandoah, Bob was responsible for the investment management operation, portfolio management, and trading. Prior to Shenandoah, Bob was the Director of Equity at the Virginia Retirement System, where he was responsible for the $16 billion US equity portfolio as of 12/31/1998, including $4.5 billion managed internally.
Bob received his BS, Systems Engineering, from the University of Virginia and an MBA from Virginia Commonwealth University. He holds the Chartered Financial Analyst (CFA) designation.
Cameron F. McLennan, CFA
Vice President, Portfolio Manager
Cameron is responsible for managing the Large Cap Value and Midcap Core active quantitative products.
Cameron came to Piedmont from Shenandoah Asset Management, where he was responsible for their fundamental research effort, as well as portfolio management and trading. Prior to joining Shenandoah, Cameron was a fundamental equity analyst at BB&T Capital Markets. Cameron has also served as an Investment Officer at the Virginia Retirement System, where he was involved in the management of the domestic and international equity programs, including the portfolio management of an Equal Weighted S&P 500 portfolio.
Cameron received his B. Bus. Finance/Marketing, from the University of Southern Queensland, Australia, and an MBA from James Madison University. He holds the Chartered Financial Analyst (CFA) designation.